User action in workflow email
Dear All,
I have a requirement, where user wants to do some action in the workflow email that goes into user's inbox.
User wants to have the option of yes/no and forcing an action on the basis of that.
How can email from workflow have this type of functionality, please suggest.
Regards,
Neerja
Hi Neerja,
I have done this long Back. Customized the program RSWUWFML2 to send the mail with Approve/Reject button with the help of HTML code.
If the user press approv/reject in outlook, called the HTML Mailto option. So it will come like as Reply mail.
If the user press, send button the mail will be routed to SAP inbox - Always to the static SAP user with the details of Approver decision and work item ID.
There is a class and it will be triggered when ever the particular SAP user receives the mail's. Using the class work item ID and approver decision will be extracted and the work item will be completed based on the approver decision.
Thanks,
Viji.
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URl link of record in workflow email
Hi,
any one know how to send a URL of a record to a user in am workflow email?This is a link to an Opty record on the DSA pod:
https://secure-ausomxdsa.crmondemand.com/OnDemand/user/OpportunityDetail?OpptyDetailForm.Id=ABJA-XXXXXX
To reuse this for any other record type or another system do the following:
Open a record that you want to link to i.e. SR for DSA Demo and you get this URL at the top
https://secure-ausomxdsa.crmondemand.com/OnDemand/user/ServiceRequestDetail?ServiceRequestDetailForm.Id=HU15-XXXXX&OMTGT=ServiceRequestDetailForm&OMTHD=ServiceRequestDetailNav&OMRET0=ServiceRequestHomepage&OCTYPE=Other&ocTitleField=Abstract&ocTitle=Send+copy+of+Annual+Report&ocEdit=Y
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Emailing external user using a workflow in Sharepoint 2013
I am currently trying to create a list where the user can upload a document, input an email address (external) and an expiration date. I then have a workflow that will send an email on the expiration date. The problem I am getting is that Sharepoint 2013
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22/01/14: I have since found that this isn't a problem with exchange, as Sharepoint is trimming the addresses out of the original workflow. Does anyone know how to stop this.
Please help.
Evil Genius at Work. DO NOT DISTURB!!!you need to allow their IP address to relay anonymously in Exchange.
http://social.technet.microsoft.com/Forums/sharepoint/en-US/c55a6a68-c6e3-4f4d-b5ed-d4e2892fe490/sharepoint-2010-email-external-users-in-a-workflow?forum=sharepointcustomizationprevious
My Blog- http://www.sharepoint-journey.com|
If a post answers your question, please click Mark As Answer on that post and Vote as Helpful -
Dear Experts,
I have few doubts and request your expert inputs to clarify my doubts.
What is the difference between action and workflow? How do I decide that I need an action in a transaction and not a workflow and vice versa?
Your earliest response is highly appreciated.
Thanks,
SMTPHi SMTP,
First of all, as I mentioned action is nothing but an executable work item which is designed in the workflow itself. In other words, Workflow is like your OOPS class. At run time, workflow instances are created just like objects of classes. Now, the steps designed in the workflow are called TASKS and the instances of tasks are called WORKITEMS. Now, the work items where any user action is required are called executable work items. ANd the work items where no user action is required (for example, sending an email in background) are called non-executable work items.
Whether to go with development of workflow or not depends upon your business scenario. If your requirement is only to send an email and you find any BAdi or exit where in you can write your logic then there is no need of creating a workflow. If there is a defined business process with defined users and time lines, then you can go with the development of workflows.
Rest, the below link will help you in understanding basic concepts of workflow :
Why use SAP Workflow? | Insight Consulting Partners
Regards,
Richa -
How to get the list of IDM users in a workflow.
Hi,
I wanted to get the list of IDM users in a workflow into a list.Now I tried to use getObjects Method,I do not have the display session here,I passed the workflow context or WF_Context.But it is giving exception like context null .
I used the same method in a form and it worked.How can I get the list of users in a workflow.It is for customizing reports.
Thanks and Regards,
Pandu
Any Idea on how to customize reports including attributes from resources and auditing attributes etc.Any help would be really great.
Thank you.Hi John,
I get this exception WorkItemForm: no id.
This comes when I click on the other column.I generate the data needed in a report and display it as a sorting table when I get the data.
I want to give the user ability to sort data by different columns.But when I click any column I get the exception
WorkItemForm: no id
How can I save a workitem on a manual form before invoking it from a manual action.
Here is the code snippet
<Field name='tblUsers'>
<Display class='SortingTable'>
<Property name='selectEnable' value='false'/>
<Property name='align' value='left'/>
<Property name='linkEnable' value='false'/>
<Property name='sortEnable' value='true'/>
<Property name='width' value='400'/>
<Property name='columns'>
<List>
<String>Account id</String>
<String>First Name</String>
</List>
</Property>
</Display>
<FieldLoop for='row' in='_searchList[*]'>
<Field name='enduserId'>
<Display class='Label'>
<Property name='value'>
<block trace='true'>
<invoke name='getAccountId'>
<ref>row</ref>
</invoke>
</block>
</Property>
</Display>
</Field>
<Field name='lblfirstname'>
<Display class='Label'>
<Property name='value'>
<invoke name='getAttribute'>
<ref>row</ref>
<s>firstname</s>
</invoke>
</Property>
</Display>
</Field>
<FieldLoop> I think I may need to save some workItem,That is why this may be giving the error.How can I correct this.
Thanks,
pandu -
Help needed in Workflow Email Notification
Hi,
I am new to workflow. I am creating a notification process in Oracle Apps 11i to send an email notification to users who registered for some training. Now how can I send an email notification to each user as the list of users can be huge i.e. > 200 . Do I need to loop through and send a notification to each user one by one or is there a way to achieve this by just sending one notification to all the users and if I send one notification to all the users how can I make sure when a user gets an email he/she don't see other users email addresses.
Any help is appreciated.
ThanksThanks can you please tell me what will be the datatype of l_user_list.
It's a VARCHAR2 list of users, separated by a space or comma.
Now before creating AdHocUser do I need to check in WF_USERS table if the user with the same email address is already there then don't create that user and just add it to a l_user_list.
Yes - you will need to have a user record first before you can add them to the role.
If adding user to l_user_list how to make sure I am adding the right user to send notification to as there may be some other user with same name but different email that I don't want to send notification to. I only want to create a AdHocUser only if name and email address both are not already in the WF_USERS. e.g. lets say if there is a user John Doe with email [email protected] who previously attended some training. Now comes another user John Doe with email id [email protected] and is attending the current training. How do I make sure notification only goes [email protected] as he registered for this training not to [email protected] who previously attended some other training.
How do you identify which user has registered for training - you could check email address, or use the Apps user name which is unique. Whatever you are using to determine who is registering, you will need to determine what the link is back to the user record in WF_USERS.
Now as this procedure runs every 24 hrs then everytime it runs do I need to create a new AdHocRole and what should I name it as it can't be hardcoded. As I only want to send an email to the users registered in the current training how do I make sure notification does not go to some other user with the same name with different email who is not registered in the current training.
If the job runs once every 24 hours, then you could use the same role each time, and clear out the users in the role before repopulating them. If not, when you create the new role (which is what I would do) every time the job runs, then store the name of the role in an item attribute, and then reference that in the notification so that the new role is notified each time. Don't forget to set an expiration date for your ad-hoc roles, though, and run a purge job periodically to get rid of the old roles that are no longer required.
Also wf_directory.CreateAdHocUser and create a user list should be in a loop and create an adhoc role and notification will be outside the loop.
What are drawbacks of if in a loop I just create a AdHocUser and then send notification one by one to each user rather than creating a role and in the end send one notification. Basically if there are 200 hundred users loop runs 200 times and each time notification goes.
If you notify each individual user, then you will have a large number of notifications that are being sent - extra records in the WF_NOTIFICATIONS table, extra records on the queue which the mailer uses etc. etc. If you notify a role, then there is only one record to process.
If it were me, I would build an ad-hoc role each time, and populate that role with the correct users, and notify the role. I would NOT be sending 200 separate notifications when one would suffice.
HTH,
Matt -
Custom Workflow Email Template
Hi All,
We have created a custom email template using components.
At the applicable steps in the WF process we use wfNotify("user","user","CUSTOM_TEMPLATE") to use the cuystom template for email.
The problem we have is that the users then receive 2 emails, the system one and the custom one. Not sure if there is a better way to do this?
We have tried using the <$wfSetIsNotifyingUsers(0)$>to disable the notifications to then send just the custom email one out, which does work, but the issue is that then on the "My Workflow Assignments" Page, the step in the flow doesnt get assigned to that user. The user can still go update from the Active Workflow Page, but not ideal.
Any ideas or suggestions would be appreciated.
ThxI think what you are looking for is a "token" and not just a notification. Assigning the users to a step is different than just notifying a user in a given step. For example, you may want to notify the document's author if something is taking too long to get through workflow but not allow the original author to just push it through themselves. To assign it to that person you'd create a token and then add that token to the step. The documentation should be about to help you out with creating the token. If not, just post another question.
As a side note: at Fishbowl Solutions we've created a series of components that help you with some of these workflow problems and put them into a product we call Workflow Solution Set. One of those components enables you to more easily customize the workflow notifications that get sent out to users. You can find more information on our website. [http://www.fishbowlsolutions.com/StellentSolutions/StellentComponents/fs_workflowsolset_webcopy?WT.mc_id=L_Oracle_Software_tjo]
Hope that helps,
Tim -
Change display name of workflow email address in sharepoint 2010
Hi
How I can change display name of workflow email address in sharepoint 2010. I want to configure display name (from address)of email
for each site collection separately.for example I want to change "software unit"
in below pic to another name for my software unit site collection.
How I can do this?
Thanx.Hi,
According to your post, my understanding is that you want to change display name of workflow email address in sharepoint 2010.
In my environment, if I assign a task to a user, the email is as below:
The “test” is the site name, the [email protected] is the “From” user.
Do you want to change the “From” field in the workflow?
If so, you can have a look at the "Send email extended" custom SPD workflow activity (http://www.codeplex.com/SPDActivities
) which allow you to specify the sender.
Here are some similar threads for your reference:
https://social.technet.microsoft.com/Forums/en-US/22d95510-95b7-4882-b988-4038e59fb031/how-to-change-the-display-name-for-sharepoint-emails-sent-using-workflows?forum=sharepointgeneralprevious
http://sharepoint.stackexchange.com/questions/19186/changing-from-email-address-in-sharepoint-designer-2010-workflows
http://sharepoint.stackexchange.com/questions/61964/how-to-change-the-from-address-in-feedback-workflow-email
Best Regards,
Linda Li
Linda Li
TechNet Community Support -
MS InfoPath 2010 form with RTF (Rich Text Fields)
MS SharePoint 2010 Custom Library
MS SharePoint 2010 Designer Workflow Send Email
http://office.microsoft.com/en-us/sharepoint-designer-help/send-e-mail-in-a-workflow-HA010239042.aspx
https://www.nothingbutsharepoint.com/sites/eusp/pages/creating-html-emails-with-spd-workflows.aspx
Hi all of the above work, our question is how to control the RTF (Rich Text Field) look up values to the InfoPath 2010 form in the HTML email?
How to FORMAT the RTF look up value? in the HTML email
EXAMPLE
we have a InfoPath 2010 form published in the SharePoint 2010 custom list library there are 5 RTF fields (Notes1, Notes2, Notes3, Notes4, Notes5) there are other plain text fields, date fields, and other field types in the form
We use a HTML table to make the email look like the InfoPath form, so when the users fill out the form and they get the email notification everything looks the same.
Our problem is the EXTRA LINE SPACE in the RTF look up values
We want to remove any leading spaces, and line spaces between HTML table cells
Our Workflow has the HTML in a Workflow variable, as you know it does not support remote CSS it has to be in-line style for any formatting we want all cells to have
valign="top" the email should align at the top of the cell, all field types do except the RTF look up values they make the email look bad and they contain a lot of white space.
Please test this in your enviroment
<table>
<tr><td>Title:</td><td>[%Current Item:Title%]</td><td>[%Current Item:Notes1%]</td></tr>
<tr><td>Created by:</td><td>[%Current Item:CreatedBy%]</td><td>[%Current Item:Notes2%]</td></tr>
<tr><td>Date Created:</td><td>[%Current Item:Created%]</td><td>[%Current Item:Notes3%]</td></tr>
<tr><td>Modified by:</td><td>[%Current Item:ModifiedBy%]</td><td>[%Current Item:Notes4%]</td></tr>
<tr><td>Date Modified:</td><td>[%Current Item:Modified%]</td><td>[%Current Item:Notes5%]</td></tr>
</table>
I could not update the question below to the proper forum section. that is why i am asking again.
http://social.technet.microsoft.com/Forums/en-US/a7918bfb-9166-4bdb-828c-132a0c7611e3/ms-sharepoint-2010-designer-workflow-emails-huge-lines-paces-in-rich-text-fields-values-from-ms?forum=sharepointcustomization
-IsaackHi IssackB,
perhaps you may try this article:
http://social.msdn.microsoft.com/Forums/sharepoint/en-US/f8fa2a11-9f74-4dd2-b277-21ce872fdcb2/can-we-add-rich-text-editor-to-the-sharepoint-designer-2010-workflow?forum=sharepointcustomizationprevious
there are some notes that perhaps you may check:
Use the same font for all the controls to ensure consistent spacing between rows.
Choose Size from the Format menu, and then choose To Fit from the menu that appears. This adjusts the size of each control, depending on the font set for the data that appears
in the control.
NOTE: The Print Preview and Output To commands use different algorithms for calculating text width; therefore, the text may occupy more or less
space in the RTF file.
Reduce the amount of blank space above and below the report controls. Any vertical
space between the controls is converted to whole lines
in the RTF file. For example, a
space of .02 inches can increase to .1667 inches in the
RTF file.
Make sure controls on the same output row are not too close to each other or overlapping. This can cause the Output To command to omit the controls or to align the columns incorrectly
in the RTF file.
Use the Align command from the Format menu to ensure that a row of controls is aligned properly on the report. If a row of controls is not aligned properly, the Output To command may place the controls
in different rows, causing extra blank
spacein the RTF file.
and please have a check there are updates for exchange 2013 and will be available with the upcoming release of CU4 for Exchange 2013, that stated the format rtf was saved instead HTML. http://support.microsoft.com/kb/2862739/en-us
Regards,
Aries
Microsoft Online Community Support
Please remember to click “Mark as Answer” on the post that helps you, and to click “Unmark as Answer” if a marked post does not actually answer your question. This can be beneficial to other community members reading the thread. -
Hi All,
I'm having issues with the date format within an automated WorkFlow email. For Leads, users in the UK are entering the 'call back date' field as '26/06/2009' and in the email it seems to base this on the server locale appearing as '06/26/2009'. Can we format this within the code?
Thanks
Oli @ InnoveerI have just experienced this and used the following to convert the date to Australian format for my workflow email
%%%Mid([<IndexedDate0>],4,2) + '/' + Left([<IndexedDate0>],2) + Mid([<IndexedDate0>],6,Len([<IndexedDate0>]))%%%
this gives format DD/MM/YYYY
hope this helps, -
Some Users cannot Open Workflow Approval Task
We have a SPD workflow published to our production site and it includes a 'Start Approval Process' task which involves a number of users (determined by a lookup to another list) this worked brilliantly until we republished the workflow with some minor changes,
none of which were to this particular approval task. Now we are seeing some strange behaviours. When some users click the task to approve they are seeing 'This from cannot be opened in a browser, To open this form use Microsoft Infopath'. Now strangely it's
only certain users, if you're a site collection admin you never have this error. So if a user previously had the error and i then add them to the site collection administrators list the error goes away and they can complete the task.
Obviously not a solution! giving users full control permissions on the task list or task item doesnt fix the error either. The same workflow on our UAT works without any issues. The task forms in SPD have not been customised either. Its a SP2010 Standard
farm with no infopath services obviously. Bizarrely there are some users with only Contribute rights to the task list who can open approve tasks, so it's looking like a permissions issue to me but I'm at a loss to find a fix. I've tried totally removing
the worklows and republishing, regenerating the .xsn task forms in SPD by deleting them and republishing, removing and re-adding the task related content types to site, Changing the Approval Task settings 'only allow users to edit their tasks...' to false
and then back to true, the works, but to no avail.
Anybody any ideas?
TIA
ChrisHi,
According to your post, my understanding is that Some Users cannot Open Workflow Approval Task.
I recommend that you can create a new list and workflow to check whether it works.
Then use the user who get the error to open task.
If he can open the task in the brower, the issue is related to the older list.
Then you can use the new created list and assgin the task.
Here is a similar thread for your reference:
https://social.msdn.microsoft.com/Forums/en-US/67dc8577-f248-4d6c-bb82-3aca0f084d24/this-form-cannot-be-opened-in-a-web-browser-error-not-an-infopath-form?forum=sharepointcustomizationprevious
Thanks,
Linda Li
Forum Support
Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support, contact
[email protected]
Linda Li
TechNet Community Support -
One user not getting Workflow Notifications Mail
Hi
We are using Oracle11i (11.5.10.2) on windows 2000 server.
One of our user complaining that he is not getting any workflow notification mail to his maild id.
How can we fix and troubleshoot this issue?
Thanks
OHHi,
Is the issue with this specific user?
Can you find any errors in the Workflow log file?
Please see if any of these documents is applicable.
Note: 743567.1 - Email Notifications are not Sent, and Mailer Log File Shows Error "Replyto Must Be a Valid Email Address"
Note: 423405.1 - Not Receiving Workflow Email Notifications
Regards,
Hussein -
Hi there,
In my SharePoint 2010 Custom List - I have a SharePoint Designer workflow that sends emails to a Person Type column called "Notify". However when I type several users here in NewForm.aspx in Notify field - two of the users do NOT get email. On
checking logs it so turns out that email is being sent to: [email protected]; [email protected]@c.com; [email protected]; [email protected];
Now the bold text above is an invalid email address (without the semi colon between two users) and user2 and user3 do NOT get any email.
The way it is implemented in SharePoint Designer workflow is pretty straightforward - see Notify field below.
Any help will be appreciated on how to fix this? This seems to be an SPD bug?
Thanks.Hi,
According to your post, my understanding is that you wanted to send email to a person field.
I try to reproduce the issue, however, I can send email to five people correctly.
I recommend to create workflow as below:
Then when you open the email, you can find that it cc to five users.
Best Regards,
Linda Li
Linda Li
TechNet Community Support -
User change attribute workflow with approval problem
Hello,
I have a requirement to add account numbers to user entry through workflow with approval process. and also same user can have multiple account numbers. when approver approves the User request then it's account number will be added into the user entity in ldap.
So, i have created a Change Attribute workflow for that account number with these steps as : initiate, Approval, Commit, Error_report
this workflow i am able to invoke through IdentityXML call and from OIM interfaces approvers able to approve and that account number is persisting under the User entity.
Problem is: Actually above request is staging system. when user requests, it is in initiate step, when approver approves the request then only commits the info. so, there are 2 stages here.
When i am requesting two consecutive account number requests then both requests are in initial stage. Then approver approves the 1st request then it is persisting into User entity. after that approver approves the 2nd request then this account number is overwriting the previous one. so, here is the problem i am finding. worflow is not adding the new account number.. instead its replacing the last value in the list of account numbers for an User entity.
I hope the above problem make understandable..
Really its a very much helpful to find the solution on this.
Thanks in advance,
Srini.Thanks for the help. Having reinstalled OID/OAM a bunch of times to properly add our custom user object, nothing seems absurd. I tried running through your steps, but I'm still not getting the workflow button. I've customized create and delete workflows properly, but the change attribute is a mystery.
I did the following:
1) Selected a custom attribute in Attribute Access Control
2) Changed its read access to Anyone
3) Saved
4) Changed its modify access to Anyone
5) Saved
6) Added a new Change Attribute workflow for the custom attribute
7) Action #1: Request, added Anyone as participant and saved
8) Action #2: External Action, selected attribute is the custom one
9) Action #3: Commit
10) Saved and enabled the workflow
11) Restarted the Identity server
12) Picked a user
13) Opened his user profile
14) Clicked Modify
The custom attribute is still editable and has no Request a Change button. -
Password Self Service - User receive new Password Email - But link empty
With Password Self Service we sometimes have users that get the Email with the link.
But when they open the link it is just an empty page.
(as if it has been opened before or the password show time has passed)
Have anyone had this issue?
Thank youHi Kristian,
guess you talk about AC 5.3.
Please check in CUP -> Configuration -> Workflow -> SMTP if you have configured some application url.
If not, are you using SSL or SSO, there might be an issue then.
Best,
Frank
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